Intake Specialist
New
M
Mindset Care, Inc.Social Security disability
United States, 11am - 8pm ESTFull-Time
Salary18 - 25 USD per year
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Job Details
- Required Skills
- Google WorkspaceCRM
Requirements
- Demonstrated experience in intake, phone-based customer service, client support, healthcare, public benefits, case support, or a comparable role.
- Strong verbal and written communication skills and consistent attention to accurate documentation.
- Empathy, professionalism, and sound judgment when discussing sensitive medical and financial circumstances.
- Ability to organize follow-up work, multitask, and prioritize in a fast-paced environment.
- Strong analytical and critical-thinking skills, including identifying gaps or inconsistencies and asking appropriate follow-up questions.
- Ability to explain complex processes in plain language.
- Ability to work independently and reliably in a remote environment.
- Proficiency with Google Workspace and ability to learn new systems.
- Reliable internet connection, with at least 100 Mbps download and 30 Mbps upload.
- High school diploma or equivalent, or an equivalent combination of education and relevant experience.
- A dedicated, private, quiet workspace appropriate for confidential client conversations.
- Ability to remain attentive and responsive during scheduled working hours without recurring personal interruptions.
- Direct experience supporting Social Security Disability claims, including SSI/SSDI intake, eligibility screening, medical and work history collection, application preparation, or appeals support, is strongly preferred.
Responsibilities
- Conduct structured telephone intake assessments to understand clients’ medical, employment, and service needs.
- Collect, verify, and document sensitive client information accurately and confidentially.
- Explain Mindset’s services and next steps in clear, compassionate language.
- Support clients who may be distressed, overwhelmed, or unfamiliar with the SSI/SSDI process.
- Manage inbound and outbound calls, follow-up tasks, and multiple priorities while meeting quality and productivity expectations.
- Maintain accurate client records in case management, CRM, or related systems.
- Coordinate with case management and other internal teams to support smooth client handoffs.
- Follow privacy, security, and documentation requirements.
- Analyze intake information, assess reported conditions and their impact on daily functioning and ability to work, and identify appropriate follow-up questions.
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